FORUM Magazine - December 2021

FORUM is the magazine of influence for financial advisors across the country. FORUM has evolved over the years into an award-winning magazine designed to help financial advisors and planners serve their clients more effectively. Industry experts and seasoned journalists provide valuable insights into the issues and trends that matter most to Canada’s financial professionals. In this quarter's magazine, we share the story of a man with a vision! Ryan Chin, CLU, CFP is helping a growing number of clients reach their financial goals, and as he puts it, he's doing it with his eyes closed. We also talk about how consumers' changing habits may affect advisors, and how digital assets will change the face of estate planning. welcome Rob Eby as the incoming chair of Advocis. He discusses the future of advice post-pandemic, strategic plans, and regulation. Title Protection for advisors; new options now that deferred sales charges are gone; the power of podcasts, and financial literacy in the classroom.